Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MCM
2001
Masters Capital Management
Georgia
$459M -$277M -38% 5.81% 20% 68
SFM
2002
Signet Financial Management
New Jersey
$459M -$112M -20% 12.4% 63.3% 971
AU
2003
Algebris (UK)
United Kingdom
$459M -$65.2M -12% 17% 12.6% 58
KWM
2004
Kingsview Wealth Management
Oregon
$458M -$34.9M -7% 11% 59.6% 387
DP
2005
Dundas Partners
United Kingdom
$458M -$37.4M -8% 11.2% 79.9% 32
BTNA
2006
Bremer Trust National Association
Minnesota
$458M +$58.9M +15% 12% 31.2% 757
CU
2007
CDAM (UK)
United Kingdom
$457M -$71.6M -14% 21.1% 23% 16
CFG
2008
CKW Financial Group
Hawaii
$456M -$73.7M -14% 12.8% 55.5% 194
RIA
2009
Regal Investment Advisors
Michigan
$456M -$18.6M -4% 10.4% 50.9% 386
PTC
2010
Petrus Trust Company
Texas
$456M +$2.73M +0.6% 14.5% 46.1% 339
AFA
2011
American Financial Advisors
Georgia
$456M – – 8.43% 41% 90
BCMO
2012
Buckingham Capital Management (Ohio)
Ohio
$456M -$56M -11% 9.73% 26.3% 137
CQS
2013
Credential Qtrade Securities
$456M -$38.3M -8% 11.8% 27.7% 304
ICM
2014
Indaba Capital Management
California
$455M +$124M +37% 18.2% 23.4% 32
CW
2015
Cobiz Wealth
Colorado
$455M -$65.6M -13% 13% 54% 137
CCA
2016
Clearwater Capital Advisors
Illinois
$455M -$56.4M -11% 12.1% 32.9% 198
LWMT
2017
Legacy Wealth Management (Tennessee)
Tennessee
$455M -$44.3M -9% 15.4% 40.1% 18
LC
2018
Lunia Capital
Texas
$455M -$20.8M -4% 15.6% 111% 40
AHC
2019
Adell Harriman & Carpenter
Texas
$454M -$80.8M -15% 13.3% 126% 155
SLC
2020
Snow Lake Capital
Hong Kong
$453M – – 2.36% – 2
TF
2021
Tompkins Financial
New York
$453M -$34.7M -7% 10.1% 60.8% 442
NPPM
2022
North Point Portfolio Managers
Ohio
$453M -$135M -23% 14.1% 69.2% 89
COI
2023
Connable Office Inc
Michigan
$452M -$68.5M -13% 14% 52.2% 188
SCM
2024
Sarissa Capital Management
Connecticut
$451M -$2.06M -0.5% 20.7% 7.91% 11
MAMNY
2025
Marathon Asset Management (New York)
New York
$450M +$354M +367% 12.1% 66.8% 19
79 80
81
82 83